NAV Financing Structurer, Strategic Equity Solutions, Vice President

About the role

The Structurer is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by applying expertise to their role and the business. Recognized as a technical authority, this role requires basic commercial awareness and developed communication and diplomacy skills to guide, influence, and convince colleagues and occasional external customers. The position has a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business. This VP-level role as a NAV Financing Structurer within Strategic Equity Solutions is designed to drive the expansion of Citi's NAV financing offerings. The successful candidate will develop and execute tailored financing solutions for clients in high-growth alternative investment sectors, contributing directly to revenue growth, attracting new client segments, and shaping Citi's presence in a competitive market.

Responsibilities

• Lead the origination and structuring of complex NAV and LP financing transactions, including coordinating client outreach, conference participation, and industry forum engagement.
• Negotiate and finalize financing terms and documentation, liaising with external clients and internal stakeholders.
• Oversee the preparation of critical transaction analysis, such as senior management briefings and transaction memorandums, emphasizing key risks for senior stakeholders and supporting Credit Risk memorandums.
• Direct transaction closings, including coordinating KYC processes, operational setup of loan monitoring, and other essential closing activities.
• Contribute to the team's strategic objectives, assisting with broader advisory and fundraising initiatives, supporting product NAC completions, and addressing internal audit requirements.
• Price and develop innovative financial products for investors, and participate in the development of new products/payoffs.
• Prepare and deliver marketing presentations and participate in client meetings.
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure.
• Build a culture of responsible finance, good governance, expense discipline, and ethics.
• Assess risk/reward of transactions and ensure all team members understand the need to do the same, demonstrating consideration for the firm’s reputation.
• Adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services, ensuring team members do the same.
• Follow all policies and procedures as defined by the role.
• Obtain and maintain all required registrations/licenses for the role within the appropriate timeframe.
• Demonstrate sound ethical judgment in business decisions, safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.

Requirements

• 6-10 years of origination or structuring experience within a tier-one investment bank or similar financial institution.
• Thorough understanding of asset-backed lending and private equity financing structures.
• Demonstrated advanced quantitative and analytical skills with a strong ability to interpret complex financial data.
• Superior clear and concise written and verbal communication skills, capable of influencing senior stakeholders.
• Exceptional ability to collaborate and work effectively with multiple functional groups and cross-functional teams.
• In-depth knowledge of risk management principles and a comprehensive understanding of Citi's risk policies and procedures.

Qualifications

Bachelor’s degree required; Master’s degree preferred.

Pay

Full-time salary range: $175,000.00 - $250,000.00. In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards for eligible employees.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.

Location

New York, New York, United States.